Miller Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Miller Financial Services’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$556K	Sell	972 -26	-3%	-$16.7K	0.61%	51
2025 Q4	$782K	Sell	998 -241	-19%	-$161K	0.92%	33
2025 Q3	$910K	Sell	1,239 -7	-0.6%	-$5.21K	1.05%	26
2025 Q2	$920K	Sell	1,246 -22	-2%	-$13.6K	1.17%	23
2025 Q1	$731K	Sell	1,268 -2,041	-62%	-$1.32M	1.05%	29
2024 Q4	$1.94M	Buy	+3,309	New	+$1.94M	1.64%	12

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Miller Financial Services's META Position: Q1 2026 in Review

Miller Financial Services reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q1 2026, selling an estimated $16.7K and leaving 972 shares worth $556K. The position accounts for 0.61% of the portfolio, ranked #51.

Miller Financial Services first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.94M in Q4 2024. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Miller Financial Services held 972 shares of Meta Platforms (Facebook) worth $556K as of Q1 2026.
Miller Financial Services sold 26 Meta Platforms (Facebook) shares in Q1 2026, an estimated $16.7K.
Meta Platforms (Facebook) made up 0.61% of Miller Financial Services's portfolio in Q1 2026, its #51 holding.
Miller Financial Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
Miller Financial Services's Meta Platforms (Facebook) position peaked at $1.94M in Q4 2024.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.